
1900 Wealth Management LLC
CIK Number: 0001791996
1.2B
Market Value
218
# of Holdings
13 months
Avg. Holding Period
33.88%
Win Rate
12.30%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | SPLG | SPDR Portfolio ... | 61.93 | +0.16% | 4.7M | +4.76% | 325.26M | 59.64 | 27.29% |
2 | JAAA | Janus Henderson... | 50.33 | +0.17% | 2.04M | +10.55% | 103.62M | 50.54 | 8.69% |
3 | DFUS | Dimensional U.S... | 56.90 | +0.22% | 769.98K | -0.87% | 49.09M | 46.55 | 4.12% |
4 | IVV | iShares Core S&... | 528.98 | +0.16% | 71.36K | -3.51% | 42.01M | 429.61 | 3.52% |
5 | QUAL | iShares MSCI US... | 161.47 | +0.29% | 191.85K | -1.13% | 34.16M | 116.39 | 2.87% |
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